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    More On SWESSFIDITYR…


    SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

    14.36 Down 0.06(0.42%) Apr 23

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:9.72%
    5-Year Average Return:N/A
    Number of Years Up:3
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):18.76%
    Worst 1 Yr Total Return (2011-12-31):-2.83%
    Best 3-Yr Total Return (N/A):11.62%
    Worst 3-Yr Total Return (N/A):7.27%
    Load Adjusted Returns 
    1-Year:14.69%
    3-Year:13.61%
    5-Year:N/A
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWESSFIDITYR.TOCategoryDiffIndex*Diff
    Year To Date9.72N/AN/AN/AN/A
    1-Month-0.61N/AN/AN/AN/A
    3-Month9.72N/AN/AN/AN/A
    1-Year14.69N/AN/AN/AN/A
    3-Year13.61N/AN/AN/AN/A
    5-YearN/AN/AN/AN/AN/A
    Last Bull Market ( to )N/AN/AN/AN/AN/A
    Last Bear Market ( to )N/AN/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSWESSFIDITYR.TOCategoryDiff
    2015N/AN/AN/A
    2014
     
    9.49N/AN/A
    2013
     
    18.76N/AN/A
    2012
     
    6.96N/AN/A
    2011
     
    -2.83N/AN/A
    2010N/AN/AN/A
    Past Quarterly Returns (%) for SWESSFIDITYR.TO 
    Q1Q2Q3Q4
    20159.72N/AN/AN/A
    20144.75-0.701.423.80
    20136.412.471.966.82
    20124.05-0.100.502.39
    2011-1.01-0.51-1.740.42
    2010-1.00N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date10N/A
    1-Month74N/A
    3-Month10N/A
    6-Month12N/A
    1-Year19N/A
    3-Year14N/A
    5-YearN/A